Month

Year

Posts:

Fund manager

Funds:

Mark Williams

Damaging ‘trade war’ still looks unlikely

Earlier this month, Mark Williams commented that ‘Trade Wars’ volatility could throw up investment opportunities. Following last week’s announcement of Trump’s tariff plan, he explains why he still thinks market volatility will exceed economic impact. Read more
Simon Clements

A postcard from Asia

Fresh from seeing companies across Japan, Hong Kong and China, Simon Clements reports back on a region increasingly embracing the idea that ESG can drive long-term success. Read more
John Husselbee

All eyes on the dollar

Tracking the dollar over the next 12 months and beyond will likely give a better perspective on markets than daily newsflow, according to John Husselbee. Read more
John Husselbee

Time to re-board the value train?

John Husselbee highlights a potential opportunity in value stocks this year after a long period out of favour since the financial crisis. Read more
John Husselbee

Winning by not losing in 2018 and beyond

Following another busy asset management conference season, John Husselbee picks out key talking points for the rest of 2018. Read more

Liontrust UK Smaller Companies Fund

February 2018 review

Upbeat newsflow helps Fund avoid worst of small cap weakness. Read more

Liontrust UK Micro Cap Fund

February 2018 review

Fund holds up well amid broad-based weakness in micro-cap stocks. Read more

Liontrust UK Growth Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Special Situations Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust European Enhanced Income Fund

February 2018 review

Inflation jitters spark equity sell-off. Read more

Liontrust European Income Fund

February 2018 review

Inflation jitters spark equity sell-off. Read more

Liontrust Global Income Fund

February 2018 review

Rise in South African rand aids performance. Read more

Liontrust GF European Smaller Companies Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more

Liontrust European Growth Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more
David Roberts

Trump trumps Italy?

David Roberts considers how Donald Trump’s trade war threats and a troubled Italian election could affect bond markets. Read more

Liontrust Macro UK Growth Fund

February 2018 review

The hint of inflation was enough to dictate the direction of February market movements. Read more

Liontrust Macro Equity Income Fund

February 2018 review

February pivoted on the key early month US payrolls release. Critically, a solid jobs number was accompanied by confirmation of accelerating earnings growth. Read more
Olly Russ

What do higher rates mean for European equities?

Olly Russ takes a look at which European sectors stand to benefit – and which should be avoided – as investors adjust to the likelihood of higher interest rates. Read more
Mark Williams

‘Trade Wars’ volatility could throw up investment opportunities

Donald Trump has announced import tariffs on steel and aluminium, sparking fears of trade wars. Mark Williams explains what this means for investors in Asian equities. Read more
Jamie Clark

A unique opportunity to benefit from changes in life expectancy

How can declining improvements in life expectancy be a positive for Legal & General, a constituent of the Population Ageing Macro-Theme? In his latest blog, Jamie Clark explains. Read more

Liontrust GF European Strategic Equity Fund

February 2018 review

Fund bucks European equity weakness with strong long and short book contributions. Read more

Calorie reduction targets lead drive towards healthier food

Neil Brown

With tough calorie reduction targets announced for the next five years, Neil Brown highlights stocks well placed to benefit from a move towards healthier eating. Read more

The Multi-Asset Process

February 2018 market review

John Husselbee reviews the state of global markets after the long-awaited correction in equities in early February. Read more

Liontrust Asia Income Fund

February 2018 portfolio changes

Within Thailand allocation, Ratchaburi Electricity switched into Land & Houses due to superior earnings growth potential. Read more

Liontrust GF Asia Income Fund

February 2018 portfolio changes

Within Thailand allocation, Ratchaburi Electricity switched into Land & Houses due to superior earnings growth potential. Read more
David Roberts

What the new Fed Chair means for bond markets

Jerome Powell has signalled that the US central bank is likely to raise rates by another 1% during 2018. In light of this, David Roberts outlines his core views on bond markets. Read more

Bullish predictions on electric cars too conservative

Neil Brown

Valeo has predicted this week that electric vehicles will comprise 10% of car sales by 2025. While this would represent major growth from the current 1%, Liontrust’s Neil Brown believes this estimate could ultimately prove to be conservative. Read more
Stephen Bailey

How we are plugging into the Battery Revolution

Stephen Bailey, manager of the Macro Equity Income Fund, draws some lessons from history as he highlights the best spot on the electric vehicle supply chain for investors to target. Read more
Aitken Ross

Where is the value in bond markets as rates rise?

With predictions of the end of the bond bull market and interest rates expected to continue to move upwards, Aitken Ross highlights where the Liontrust Sustainable Investment Fixed Income team see opportunities in what may be a tougher environment. Read more
Phil Milburn

Securitisations, alignment of interests and a recent DC Court ruling on CLO risk retention

Now if that catchy title does not tickle your fancy then you are still a functioning human and have not descended fully into the world of being a bond geek! However, the ruling does have some small ramifications for the US high yield bond market and is a sign of the retrenchment in regulation we are witnessing in the US. Read more
David Roberts

They think it’s all over, it isn’t yet

Following the yield curve flattening aggressively in January 2018, we have seen a “bear-steepener”: all bonds falling in price and longer dated ones suffering more. David Roberts explains what this might mean for investors. Read more

Liontrust Special Situations Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Growth Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Smaller Companies Fund

January 2018 review

Upbeat portfolio newsflow – including takeover deal – helps drive positive return. Read more

Liontrust GF Special Situations Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Micro Cap Fund

January 2018 review

Upbeat portfolio newsflow helps drive positive return. Read more

Liontrust European Enhanced Income Fund

January 2018 review

Volatility creeps higher as government bond sell-off gathers pace. Read more

Liontrust European Income Fund

January 2018 review

Volatility creeps higher as government bond sell-off gathers pace. Read more
Mark Williams

Will the Year of the Dog be investors' best friend?

Today marks the start of the Chinese Spring Festival, ushering in the Year of the Dog. Mark Williams, co-manager of the Liontrust Asia Income Fund, examines whether the Chinese economy and equities will be in the global doghouse or leader of the pack. Read more

Liontrust European Growth Fund

January 2018 review

Financial holdings shine as cyclical sectors outperform. Read more

Liontrust Global Income Fund

January 2018 review

Fund outperforms as global equities slow amid bond sell-off. Read more

Liontrust GF European Smaller Companies Fund

January 2018 review

Scandic Hotels profit warning weighs on performance. Read more
David Roberts

Finding relative value in bonds (or what to do when the world is against you)

Investors may believe the general level of prices in fixed income markets look a bit steep but David Roberts highlights three of the “macro” imbalances that he believes they can currently benefit from exploiting. Read more

Liontrust Asia Income Fund

January 2018 portfolio changes

Three new positions initiated – Beijing Enterprises Water, Land & Houses and Bank of China. Read more

Liontrust GF Asia Income Fund

January 2018 portfolio changes

Three new positions initiated – Beijing Enterprises Water, Land & Houses and Bank of China. Read more

Liontrust Macro UK Growth Fund

January 2018 review

Fund’s 'Rising Rates' Macro-Theme benefits from government bond sell-off. Read more

Liontrust Macro Equity Income Fund

January 2018 review

Fund’s 'Rising Rates' Macro-Theme benefits from government bond sell-off. Read more

Liontrust GF European Strategic Equity Fund

January 2018 review

Positive returns held back by short book weakness. Read more
Mark Williams

Why Korea is on the podium for our Fund’s exposure

At 10%, the Liontrust Asia Income Fund’s weighting to South Korea is the highest since it was launched in 2012. While the world’s attention is focused on the Winter Olympics and thawing relations between the two Koreas, Mark Williams explains how the improving corporate culture in the South is creating opportunities for income investors. Read more
Stuart Steven

Two themes for 2018 – steeper yields and avoiding expensive CoCos

Fixed income investors face two key themes this year. First, how to navigate rising interest rates and a steepening yield curve and, second, whether investors are being compensated for the risk of investing in CoCos. Stuart Steven, Head of the Sustainable Fixed Income team at Liontrust, explains the implications for investors. Read more